Back to FW Focus Partners Wealth

CMFCMF
8 quarters

Position history for FWFocus Partners Wealth's holdings in ISHARES TR

Focus Partners Wealth holds 455,178 shares of CMF (ISHARES TR), worth $26.2M as of 2026-Q2. The position was increased (+12.6% shares). CMF represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$26.2M

Current Shares

455,178

Total Value Change

+$20M

Total Shares Change

+347,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
455,178
+12.6%
$26.2M0.0%$57.35
32
2026-Q1
Increased
404,359
+17.6%
$23M0.0%$56.16
33
2025-Q4
Increased
343,954
+26.7%
$19.8M0.0%$56.48
35
2025-Q3
Increased
271,537
+65.8%
$15.5M0.0%$55.52
41
2025-Q2
Increased
163,725
+6.2%
$9.1M0.0%$53.84
29
2025-Q1
Decreased
154,187
-49.2%
$8.7M0.0%$53.95
0
2024-Q4
Increased
303,528
+181.5%
$17.4M0.0%$54.65
46
2024-Q3
New
107,814
-
$6.3M0.0%$54.92
38

Other major holders of CMF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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